Our Partners

Uriah Kane
Insurance Solutions

Uriah Kane

Insurance Planning Specialist, Raymond James Financial Planning Ltd. (Canada)

  • Engages in highly technical discussions with lawyers and accountants to facilitate advanced corporate tax planning.
  • Educates clients and accountants on insurance solutions and how to integrate them into planning.
  • A certified financial planner (CFP) and a certified life insurance underwriter (CLU).
Patricia Chartrand
Estate & Trust Services

Patricia Chartrand

Senior Trust Advisor
Solus Trust Company, an Affiliate of Raymond James 

  • Identifies and works to provide appropriate trust services to assist with the smooth execution of estate planning.
  • Over 22 years of industry experience with a large Canadian Bank in BC.
  • B.A. in Economics and Political Science from the University of Prince Edward Island and holds the IFC (Investment Fund Canada) designation through CSI.
Debbie Wong
Tax Solutions

Debbie Wong

Vice President, Tax Consulting, Raymond James Financial Planning Ltd. (Canada)

  • Works with advisors to guide high net-worth clients toward practical solutions to their tax issues.
  • Has expertise in Canadian and U.S. personal tax, tax issues affecting U.S. Citizens or green card holders, and cross-border tax.
  • Debbie is CPA licensed and has earned the U.S. Chartered Retirement Planning CounselorTM (CRPCTM) designation.
Teresa Mok
Financial Planning

Teresa Mok

Senior Financial Planner, Raymond James Financial Planning Ltd. (Canada)

  • Works closely with clients to build a plan that will put them on track to achieving their financial goals.
  • Considers all aspects related to retirement, education, tax, risk management, estate planning and more.
  • Diploma of Financial Planning, Certified Financial Planner (CFP®), U.S. Chartered Retirement Planning Counselor (CRPC®) and the Trust and Estate Practitioner (TEP) designations.
It is the framework which changes with each new technology and not just the picture within the frame.
Marshall McLuhan